Seattle Wealth Management

Seattle, Washington

2030 1st Avenue, 3rd Floor
Seattle, WA 98121
Phone: 206.258.5000
Fax: 206.258.5005

Get in touch

We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.

Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs. 

We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.

Driving directions

Parking is available at the Market Place Tower parking lot (89 Lenora St.)

Seattle map

Meet your Seattle wealth management team

I help clients live a richer life beyond their balance sheet by incorporating their hobbie...

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Alannah Clark

Associate Advisor

I aim at understanding what living a richer life means for our clients and supporting them...

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Anallely De Los Santos

Associate Advisor

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA

Advisor

As chief operating officer, I align resources to ensure that we can execute our company st...

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April Kyrkos

Chief Operating Officer

As the accounting manager, I am tasked with protecting and managing the financial wellbein...

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Austin Rood, CPA

Controller

Beau Rezek

Associate Advisor

I work closely with our personal CFO teams and help clients make sound financial decisions...

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Bernardo Chaves

Private Investment Associate

I work with a team of Brighton Jones professionals who help clients make informed decision...

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Biss McCarthy, CFP®

Lead Advisor

I’m in the business of empowering better humans. I offer one-on-one coaching and co-lead o...

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Bonnie Gerlaugh

Richer Life Partner Senior Associate

I chose this profession because it is rewarding to help people achieve their goals both pe...

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Brett Carolan, CFP®

Senior Lead Advisor

I empower others to live richer lives by equipping them with the tools and confidence need...

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Brian Burgess, CFP®

Lead Advisor

Brian Penner serves as marketing director at Brighton Jones.

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Brian Penner

Marketing Director

As the chief investment officer, I am the researcher of ideas, the filterer of information...

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Brian Tall

Chief Investment Officer

As a part of our Keep People team, my goal is to connect with each of our employees and he...

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Briana Boche

Employee Experience Associate

Brianna Thompson

Associate Advisor

We help companies manage and monitor the retirement plan offered to employees, and partner...

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Brittany Weiler

Business Operations Manager

I help our clients live a richer life by being an instrumental part of their tax and finan...

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Calley Bjorkman, CPA

Tax Lead Advisor

I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...

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Carly DeVries, SHRM-CP

Talent Attraction Manager

Carrie Danielson

Learning & Team Development Manager

I provide our teams the support, tools, and resources they need to execute flawless experi...

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Cassie Johnson

Client Service Operations Manager

Talk to a Seattle financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client